Protect What You've Built. Pass It Forward.
Strategic estate planning, asset protection, and tax advisory for families and business owners who want their wealth managed with intention.
Why Leading Families Trust Foundation Estate
Credentials and experience that give you confidence at every stage of the planning process.
The Federal Estate Tax Exemption Sunsets January 1, 2026
The exemption drops from $13.61M to approximately $6M per individual. A couple with $15M in assets could face $3.6M in avoidable estate tax if they haven't acted. The window to plan at today's thresholds closes soon.
Our Services
Integrated Strategy. Not Siloed Advice.
Most firms draft documents. We build strategies. Every engagement starts with a full diagnostic — assets, liabilities, family structure, business interests, tax exposure.
Estate Planning
Starting at $2,500Wills, trusts, powers of attorney, and beneficiary coordination built around your goals — not default rules.
- Revocable & Irrevocable Trusts
- Healthcare Directives
- Powers of Attorney
- Beneficiary Coordination
Asset Protection
Custom EngagementEntity structuring, domestic asset protection trusts, and creditor-shielding strategies for business owners and professionals.
- LLC & Entity Structuring
- Domestic APTs
- Creditor Shielding
- Liability Segregation
Tax Advisory
Starting at $1,500Gift and estate tax minimization, charitable giving strategies, income tax planning, and CPA coordination.
- Estate Tax Minimization
- Gift Planning
- Charitable Giving (Private Foundations)
- CPA Coordination
Business Succession
Custom EngagementBuy-sell agreements, ownership transition planning, and family business continuity structures that hold up under pressure.
- Buy-Sell Agreements
- Ownership Transition
- Family Business Continuity
- Key Person Planning
The 2026 Exemption Sunset Changes Everything
The federal estate tax exemption drops from $13.61M to approximately $6M per individual on January 1, 2026 — unless Congress acts. For married couples, that's a loss of $15M+ in protected wealth. Families who haven't updated their plans are sitting on avoidable tax exposure that can't be recovered after the deadline.
Example: A couple with $15M in assets faces $3.6M in avoidable estate tax if the exemption sunsets and no planning is in place.
2026
Exemption Drops to ~$6M / Individual
Don't wait for Congress
Our Approach
Strategy Before Documents.
Most estate planning firms are transactional. We start every engagement with a full diagnostic before a single document is drafted.
Diagnostic Review
We map your full picture: assets, liabilities, family dynamics, business interests, and tax exposure — before recommending a single structure.
Strategy Design
We design a coordinated plan that holds your estate, asset protection, and tax strategy together — not siloed advice from three different advisors.
Ongoing Advisory
Clients on our ongoing model get annual plan reviews, priority access, and a firm that evolves their plan as their life changes.
Client Perspectives
What Our Clients Say
Foundation Estate didn't just draft documents — they showed us exactly what we stood to lose if we didn't act before the exemption changes. We had no idea how exposed we were.
Business Owner, Manufacturing — California
Finally, an estate attorney who understands the tax side. Our CPA and our attorney were never in the same room before. Now they're coordinated, and our plan actually reflects our goals.
Family with $8M Estate — Texas
The ongoing advisory relationship is worth every dollar. Our plan gets reviewed every year, and we've had three major life changes since we started. Every one was handled without scrambling.
Retired Executive — Florida
Common Questions
Answers to the Questions Clients Ask Most
Ready to Protect Your Legacy?
The window to plan at today's thresholds is open. But not for long.
Join 500+ families and business owners who have secured their wealth with a coordinated estate plan. The conversation starts with your full picture — not a document checklist.